AVP, Lead Business Analyst - Operations Technology Product

$106,600 - $162,500/Yr

Nuveen Investments - Woodbridge Township, NJ

Full-time - Mid Level

Woodbridge Township, NJ

About the position

Nuveen, a subsidiary of TIAA, is seeking an AVP, Lead Business Analyst to join its Operations Technology Product team. This position is pivotal in providing hands-on Business and Functional Analysis experience within the Investment Management Business areas. The role encompasses support for various functions including Corporate Actions, Pricing, Reference Data Management, Trade Processing, Collateral Management, Portfolio Accounting, and Investment Performance Measurement and Reporting, including GIPS. The successful candidate will possess and drive business and operational knowledge across a range of financial instruments such as Equities, Futures, Forwards, Options, OTC and Cleared Swaps, Mutual Funds, Structured Products, ETFs, Fixed Income Securities, and Alternative Investments like Private Equity and Hedge Funds. In this role, the AVP, Lead Business Analyst will closely liaise with business and investment operations teams to generate comprehensive business and application functional requirement documents related to strategic enterprise-level projects. The candidate will conduct workshops with technical leads to derive solution design delivery, ensuring that product delivery meets all business requirements. Acting as a Subject Matter Expert (SME) and a point of escalation for key production issues, the analyst will document current state functional workflows across the defined business areas and design end-to-end strategic workflows that meet key business and operational needs. Additionally, the AVP will lead the preparation and coordination of integration and user acceptance testing across multiple applications and business stakeholders, ensuring that any issues are resolved in a pragmatic and timely manner. The role also involves assisting in creating and managing project plans using Project Management Tools to oversee projects related to the functional areas described.

Responsibilities

• Liaise closely with the business and investment operations teams to generate business and application functional requirement documents related to strategic enterprise level projects.
• Conduct workshops with technical leads to derive the solution design delivery and ensure that the product delivery meets the complete business requirements.
• Act as a Subject Matter Expert (SME) and business point of escalation for key production issues.
• Document current state functional workflows across the business areas and design end-to-end strategic workflows meeting key business and operational needs.
• Lead the preparation and coordination of integration and user acceptance testing across multiple applications and business stakeholders, ensuring issues are resolved in a pragmatic and timely manner.
• Assist in creating and managing project plans using Project Management Tools to manage projects related to the functional areas.

Requirements

• Bachelor's degree from an accredited four-year university in Computer Science, Mathematical Finance, Accounting, Math or related technical area.
• 5+ years in Buy/Sell side with a Hedge Fund or Investment Manager leading business analysis and/or project management.
• Experience with Eagle Investment Systems suite of products, including writing complex SQL to large data sets within Eagle Pace.
• Experience with Corporate Action, Trade Processing, Portfolio Accounting, Derivatives workflows, Reference Data Management and/or Collateral Management business concepts.
• Experience documenting current and target state business functional workflows using tools such as Microsoft Visio and PowerPoint.

Nice-to-haves

• Experience working with external financial market data vendors like Bloomberg, IDC, S&P, Reuters, BBH, MarkIT & FACTSET.
• Exceptional communication skills, both written and verbal.
• Ability to work well in a collaborative team environment across multiple locations.
• Ability to display independent judgment to make decisions.
• Ability to follow Hybrid Project Management Methodologies using Waterfall and SCRUM across projects and programs.
• Strong, professional work ethic; attention to detail and self-motivated.
• Seeks input, drives for consensus and obtains closure; excellent collaboration and team building skills.